Are we a good fit?

We believe people are the most important part of any business relationship. And we also know that we can’t be everything to everyone. So we take the time to get to know each other, to make sure who we are and what we’re good at, is the right fit for what you’re looking for and what will truly help you.

We work with:

  • small businesses who want to make the world a better place,
  • individuals who want to apply their values to their money, and
  • non-profits who realize their mission is supported by strong fiscal management

We are guided by our core values.

And our personalized packages help people change their financial future by:

  • addressing your tax compliance issues so you don’t get in trouble,
  • helping you make smart financial decisions,
  • equipping you with the right tools to direct your finances,
  • moving you towards the vision of a future you want to be in, and
  • being there to answer your questions.

If this sounds like something you’d be interested to learn more about, contact us – we want to talk with you.

 

Businesses/Non-profits

Business modeling | Accounting system design & implementation (Xero and Quickbooks) | Income tax preparation | IRS audit | Online payroll | Outsourced bookkeeping | Financial process design | Strategy development | Retirement plans (SEP, SIMPLE, 401k, etc.) | Financial statements (reviews and compilations) | Personal property tax preparation | Key performance indicator dashboards | CFO advisory | Tax planning | and more…

Individuals

Wealth advisory | Income tax preparation | IRS audit | Retirement planning | IRA and investment accounts | College savings plans | Long-term care insurance | Personal budgeting | Fixed and variable annuities | Financial planning | Tax planning | and more…

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Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor. Advisory services only available to residents of MD, VA, DC, FL. Securities offered through Securities Service Network, Inc., Member FINRA/SIPC. Due to various state regulations and registration requirements concerning the dissemination of investment products and services information, we are required to limit access of this site to individuals in states where we are registered: MD, VA, DC, FL, CO, NH, & OH.

MD license number 40578